WP
AVTA

Woodline Partners’s Avantax, Inc. Common Stock AVTA Stock Holding History

Woodline Partners’s Portfolio AVTA Stock Details AVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-864,304
Closed -$22.1M – 706
2023
Q3 		$22.1M Buy
+864,304
New +$22.1M 0.26% 115